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英伟达此前制定“白名单”,并将获准购买其AI芯片的亚洲客户数量降至原来的一半以下。

2 reports2 sources

Reports 2

Rohan Paul (@rohanpaul_ai) Machine translation

Nvidia reportedly asks customers to allocate at least 51% of services under new contracts to non-Chinese companies

A post citing the FT says Nvidia has told cloud and data center customers that at least 51% of their services under new contracts should go to non-Chinese companies. Cloud firms are also asked to report chip end users. The move targets overseas cloud rental, which the material says Chinese AI developers use to access advanced chips remotely because US export controls generally do not cover remote access.

Rohan Paul (@rohanpaul_ai) Machine translation

Nvidia reportedly asks cloud customers to direct at least 51% of services to non-Chinese companies in new contracts

According to the FT, Nvidia told cloud and data center customers that at least 51% of their services under new contracts should go to non-Chinese companies. Cloud firms were also asked to report the identities of the chips’ end users. The move targets overseas cloud rental, a route Chinese AI developers use to train on advanced chips.

SourceRohan Paul (@rohanpaul_ai) ↗Rohan Paul (@rohanpaul_ai) ↗